Helping you move ahead
David Brunning specialises in pensions, employee benefits, investment and inheritance tax planning. He holds the Personal Finance Society’s AFPC qualification and is an occupational pension transfer specialist.
Keith Snelling has over 24 years' experience in financial advice. He advises on pensions, life assurance, investments and mortgages.
Nigel Houghton has been involved in financial advice for 36 years. Previously an adviser, Nigel is responsible for overseeing our client services and monitoring our Treating Customers Fairly programme.
Stella Richardson and Zoe Groombridge head up our administration team. Having been with the company since its foundation, they have built up considerable experience in providing support to both private and corporate clients. or
I wish to thank you for the efficiency with which you handled the provision of critical illness and health insurance for my staff. Your knowledge enabled us to get the best policy at a competitive price.
John Timmis – CEO – United Standard Insurance Company Ltd
